RIA Intel›Advisers›California›SPRECKELS WEALTH MANAGEMENT, LLC

SPRECKELS WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#2,900

of 5,480 advisers by AUM

Average account

$2M

across 59 accounts

AUM per adviser

$90M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$90M

Discretionary AUM$86M

Non-Discretionary AUM$4M

Discretionary %95.3%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

53 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SHELTON FINANCIAL ADVISORS, LLC

$90M

HEYMAN WEALTH MANAGEMENT, LLC

$90M

NOVAWAVE CAPITAL LLC

$90M

HAMMER CAPITAL MANAGEMENT INC

SANTA BARBARA, CA

$90M

K. D. CLEWLEY CAPITAL MANAGEMENT

$90M

KELLY FINANCIAL GROUP LLC

$90M

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